ConnectWise PSA
Workiz
Integrate ConnectWise PSA with Workiz within minutes using Conduitly. Connect your work apps with Conduitly’s no code integration platform and automate the flow of data, repetitive tasks, and workflows between ConnectWise PSA and Workiz.
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ConnectWise PSA with Workiz in minutes
Supported Triggers & Actions
Expense Entry Added/Updated
Triggers when a expense entry is added/updated.
Trigger
Schedule
Invoice Added/Updated
Triggers when a invoice is added/updated.
Trigger
Schedule
Invoice Payment Added/Updated
Triggers when a invoice payment is added/updated.
Trigger
Schedule
Purchase Order Added/Updated
Triggers when a purchase order is added/updated.
Trigger
Schedule
Time Entry Added/Updated
Triggers when a new Time Entry is added/updated.
Trigger
Schedule
Job Status Changed
Triggers when a job status is changed.
Trigger
Schedule
Lead Status Changed
Triggers when a lead status is changed.
Trigger
Schedule
New Job Assigned
Triggers when a job is assigned.
Trigger
Schedule
New Job Created
Triggers when a new job is created.
Trigger
Schedule
New Lead Assigned
Triggers when a new lead is assigned.
Trigger
Schedule
New Lead Created
Triggers when a new lead is created.
Trigger
Schedule
New Payment Added
Triggers when a new payment is added.
Trigger
Schedule
Add Expense Entry
Add expense entry.
Action
Write
Add GL Account
Add GL account.
Action
Write
Add Invoice
Add invoice.
Action
Write
Add Invoice Payment
Add invoice payment.
Action
Write
Add Purchase Order
Add purchase order.
Action
Write
Add Purchase Order Line Item
Add purchase order line item.
Action
Write
Add Time Entry
Add time entry.
Action
Write
Get Expense Entry
Get expense entry.
Action
Write
Get GL Account
Get GL Account.
Action
Write
Get GL Entry
Get GL entry.
Action
Write
Get Invoice
Get invoice.
Action
Write
Get Invoice Payment
Get invoice payment.
Action
Write
Get Purchase Order
Get purchase order.
Action
Write
Get Purchase Order Line Item
Get purchase order line item.
Action
Write
Get Time Entry
Get time entry.
Action
Write
List Expense Entries
Get list of expense entries.
Action
Write
List GL Accounts
Get list of GL accounts.
Action
Write
List GL Entries
Get list of GL entries.
Action
Write
List Invoice Payments
Get list of invoice payments.
Action
Write
List Invoices
Get list of invoices.
Action
Write
List Purchase Order Line Items
Get list of purchase order line items.
Action
Write
List Purchase Orders
Get list of purchase orders.
Action
Write
List Time Entries
Get list of time entries.
Action
Write
List Webhooks
Get list of webhooks.
Action
Write
Update Expense Entry
Update expense entry.
Action
Write
Update GL Account
Update GL account.
Action
Write
Update GL Entry
Update GL entry.
Action
Write
Update Invoice
Update invoice.
Action
Write
Update Invoice Payment
Update invoice payment.
Action
Write
Update Purchase Order
Update purchase order.
Action
Write
Update Purchase Order Line Item
Update purchase order line item.
Action
Write
Update Time Entry
Update time entry.
Action
Write
Add Payment to Job
Adds a payment record to the specified job.
Action
Write
Assign Job
Assign a job.
Action
Write
Assign Lead
Assign a lead.
Action
Write
Convert Lead to Job
Converts an existing lead into a job record.
Action
Write
Create Job
Create a new job.
Action
Write
Create Lead
Create a new lead.
Action
Write
Get Job
Get a job.
Action
Write
Get Lead
Get a lead.
Action
Write
Get Timeoff Details
Get a timeoff details.
Action
Write
Get User
Get a user.
Action
Write
Get User Timeoff Details
Get a timeoff details by user.
Action
Write
List Jobs
List a jobs.
Action
Write
List Leads
List a leads.
Action
Write
List Users
List a users.
Action
Write
Mark Lead as Active
Marks an existing lead as active.
Action
Write
Mark Lead as Lost
Marks an existing lead as lost and updates its status accordingly.
Action
Write
Unassign Job
Unassign a job.
Action
Write
Unassign Lead
Unassign a Lead.
Action
Write
Update Job
Update a job.
Action
Write
Update Lead
Update a lead.
Action
Write
Expense Entry Added/Updated
Triggers when a expense entry is added/updated.
Trigger
Schedule
Invoice Added/Updated
Triggers when a invoice is added/updated.
Trigger
Schedule
Invoice Payment Added/Updated
Triggers when a invoice payment is added/updated.
Trigger
Schedule
Purchase Order Added/Updated
Triggers when a purchase order is added/updated.
Trigger
Schedule
Time Entry Added/Updated
Triggers when a new Time Entry is added/updated.
Trigger
Schedule
Job Status Changed
Triggers when a job status is changed.
Trigger
Schedule
Lead Status Changed
Triggers when a lead status is changed.
Trigger
Schedule
New Job Assigned
Triggers when a job is assigned.
Trigger
Schedule
New Job Created
Triggers when a new job is created.
Trigger
Schedule
New Lead Assigned
Triggers when a new lead is assigned.
Trigger
Schedule
New Lead Created
Triggers when a new lead is created.
Trigger
Schedule
New Payment Added
Triggers when a new payment is added.
Trigger
Schedule
Add Expense Entry
Add expense entry.
Action
Write
Add GL Account
Add GL account.
Action
Write
Add Invoice
Add invoice.
Action
Write
Add Invoice Payment
Add invoice payment.
Action
Write
Add Purchase Order
Add purchase order.
Action
Write
Add Purchase Order Line Item
Add purchase order line item.
Action
Write
Add Time Entry
Add time entry.
Action
Write
Get Expense Entry
Get expense entry.
Action
Write
Get GL Account
Get GL Account.
Action
Write
Get GL Entry
Get GL entry.
Action
Write
Get Invoice
Get invoice.
Action
Write
Get Invoice Payment
Get invoice payment.
Action
Write
Get Purchase Order
Get purchase order.
Action
Write
Get Purchase Order Line Item
Get purchase order line item.
Action
Write
Get Time Entry
Get time entry.
Action
Write
List Expense Entries
Get list of expense entries.
Action
Write
List GL Accounts
Get list of GL accounts.
Action
Write
List GL Entries
Get list of GL entries.
Action
Write
List Invoice Payments
Get list of invoice payments.
Action
Write
List Invoices
Get list of invoices.
Action
Write
List Purchase Order Line Items
Get list of purchase order line items.
Action
Write
List Purchase Orders
Get list of purchase orders.
Action
Write
List Time Entries
Get list of time entries.
Action
Write
List Webhooks
Get list of webhooks.
Action
Write
Update Expense Entry
Update expense entry.
Action
Write
Update GL Account
Update GL account.
Action
Write
Update GL Entry
Update GL entry.
Action
Write
Update Invoice
Update invoice.
Action
Write
Update Invoice Payment
Update invoice payment.
Action
Write
Update Purchase Order
Update purchase order.
Action
Write
Update Purchase Order Line Item
Update purchase order line item.
Action
Write
Update Time Entry
Update time entry.
Action
Write
Add Payment to Job
Adds a payment record to the specified job.
Action
Write
Assign Job
Assign a job.
Action
Write
Assign Lead
Assign a lead.
Action
Write
Convert Lead to Job
Converts an existing lead into a job record.
Action
Write
Create Job
Create a new job.
Action
Write
Create Lead
Create a new lead.
Action
Write
Get Job
Get a job.
Action
Write
Get Lead
Get a lead.
Action
Write
Get Timeoff Details
Get a timeoff details.
Action
Write
Get User
Get a user.
Action
Write
Get User Timeoff Details
Get a timeoff details by user.
Action
Write
List Jobs
List a jobs.
Action
Write
List Leads
List a leads.
Action
Write
List Users
List a users.
Action
Write
Mark Lead as Active
Marks an existing lead as active.
Action
Write
Mark Lead as Lost
Marks an existing lead as lost and updates its status accordingly.
Action
Write
Unassign Job
Unassign a job.
Action
Write
Unassign Lead
Unassign a Lead.
Action
Write
Update Job
Update a job.
Action
Write
Update Lead
Update a lead.
Action
Write
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